Commonwealth Financial Planners Inc.

Commonwealth Financial Planners Inc. (CRD# 106831) is a financial advisory firm headquartered in Roswell, GA. They manage $180,318,918 in 311 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1033 Canton Street, Roswell, GA 30075
https://twitter.com/commonwealthfp
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $579,804
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, TX

Financial Advisors at Commonwealth Financial Planners Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael Agurkis, financial advisor Roswell GA
Michael P. Agurkis
CRD#: 4969895
1033 Canton Street, Roswell, GA 30075

Michael Agurkis (CRD# 4969895) is an Investment Advisor Representative working at Commonwealth Financial Planners Inc. in Roswell, GA and has over 17 years of experience in the finance industry.

2
Kelly Graff, financial advisor Roswell GA
Kelly M. Graff
CRD#: 6180823
1033 Canton Street, Roswell, GA 30075

Kelly Graff (CRD# 6180823) is an Investment Advisor Representative working at Commonwealth Financial Planners Inc. in Roswell, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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